WHITMAN MIDDLE SCHOOL PTSA (EIN 911170778) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

2062521200

Tax Period

2024-07-01 to 2025-06-30

WHITMAN MIDDLE SCHOOL PTSA, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $104K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

Supports Whitman's students, families, and staff.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $101,480

Program Service Revenue $0

Investment Income $147

Other Revenue $2,163

TOTAL REVENUE $103,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,304

Other Expenses $105,753

TOTAL EXPENSES $105,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,790	$114,408	-0.1%
Expenses	$105,753	$89,343	+0.2%
Net Income	$-1,963	$25,065	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALI SCHLAMEUS	BOARD MEMBER	3.00	Director	$0	$0	$0
ANDREA MORRISON	BOARD MEMBER	3.00	Director	$0	$0	$0
BETH CARMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
CARRIE PLUGER	BOARD MEMBER	3.00	Director	$0	$0	$0
CATHERINE MUTH	BOARD MEMBER	3.00	Director	$0	$0	$0
COURTNEY SIEVERS	BOARD MEMBER	3.00	Director	$0	$0	$0
DANIEL NASSEN	Treasurer	3.00	Officer Director	$0	$0	$0
DIANE TAYLOR	BOARD MEMBER	3.00	Director	$0	$0	$0
FAITH LOWE	BOARD MEMBER	3.00	Director	$0	$0	$0
JAMIE ANDERSON	BOARD MEMBER	3.00	Director	$0	$0	$0
JEN SULLIVAN	Secretary	3.00	Officer Director	$0	$0	$0
JENN WILCOX	BOARD MEMBER	3.00	Director	$0	$0	$0
JESSIE HAMMER	President	3.00	Officer Director	$0	$0	$0
APRIL MUSICK	President	3.00	Officer Director	$0	$0	$0
LAURA POWELL	President	3.00	Officer Director	$0	$0	$0
KELLY GERMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
KELSEY TOPPENBERG	BOARD MEMBER	3.00	Director	$0	$0	$0
MELANIE GUNN	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHELLE VICIAN	BOARD MEMBER	3.00	Director	$0	$0	$0
NICOLE SHIRAEV	BOARD MEMBER	3.00	Director	$0	$0	$0
PETER GROSS	BOARD MEMBER	3.00	Director	$0	$0	$0
SHANNON YUEN	BOARD MEMBER	3.00	Director	$0	$0	$0
STEPHANIE GARDNER	Treasurer	3.00	Officer Director	$0	$0	$0
SUSANNE STAUFFER	BOARD MEMBER	3.00	Director	$0	$0	$0
TINA LILLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
TRACY YETTER	BOARD MEMBER	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$103,790	$105,753	$158,861	$-1,963
2024	$114,408	$89,343	$160,824	$25,065
2023	$81,422	$69,928	$134,320	$11,494
2022	$80,918	$61,310	$122,826	$19,608
2021	$60,400	$55,529	$103,218	$4,871
2020	$112,816	$78,347	$98,347	$34,469

WHITMAN MIDDLE SCHOOL PTSA